Raymond James welcomes advisors managing $420 million to investment program at FNBO
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed financial advisors Marsha Clark, Kevin Clifford, Nick Hennessy and Ed Kerley, CFP®, CLU, ChFC, to First Investments & Planning, located at FNBO (First National Bank of Omaha), according to Stephen Kruchten, president of FID. With this new alignment, the advisors will provide clients with investment and wealth management services through Raymond James Financial Services, Inc.
Based in the Kansas City area and operating from multiple local offices, the advisors collectively manage approximately $420 million in client assets. They were previously affiliated with Money Concepts Capital Corp. as part of Country Club Bank, which was acquired by FNBO in October.
“We’re pleased to welcome this accomplished group of advisors to Raymond James and FNBO as they enter this exciting new chapter,” said Grace Austin, senior vice president and North division director of FID. “Their decision to join the established investment program at FNBO, following a disciplined evaluation, reflects their belief that it is the platform best equipped to support their clients and long-term objectives. We’re confident they will benefit from access to advanced technology, comprehensive investment capabilities and dedicated advisor support, enabling them to continue strengthening client relationships and expanding their presence in Kansas City and surrounding communities.”
“We’re excited about the momentum this team brings to First Investments & Planning as we continue expanding and enhancing our offerings for clients in the Kansas City area,” said Jennifer Benson, vice president of financial advisory services at FNBO. “Their passion and commitment to their clients’ financial success is evident in the way they approach their work each day.”
About the Financial Institutions Division
The Financial Institutions Division was established by Raymond James in 1987 to provide banks and credit unions with an alternative to traditional third-party investment providers. Raymond James provides full-service securities brokerage and advisory services to financial institutions seeking to compete with the largest banks and securities firms in the country. In addition to a full complement of investment products and services, Raymond James has the ability to deliver investment banking, public finance, research, self-clearing capabilities and wealth management services to both individuals and institutions.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.80 trillion as of Jan. 31, 2026. Additional information is available at raymondjames.com.
About FNBO
FNBO (First National Bank of Omaha), a subsidiary of First National of Nebraska, Inc. (FNNI), is one of the largest privately held banks in the US and has been in business for more than 165 years. FNNI and its affiliates have over $32 billion in assets and 4,500 employees. Primary banking offices are located in Nebraska, Colorado, Illinois, Iowa, Kansas, South Dakota, Texas and Wyoming, providing personal and business banking, mortgage, payment solutions, wealth management and more. Founded in 1857, FNBO has maintained its commitment to customers and helping build strong communities. Learn more at FNBO.com and connect on Facebook, X and Instagram. Member FDIC.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. FNBO and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.